Dear Friend, If this is your first time visiting our website, please take a few minutes to explore our many pages of valuable content. The first step in making any important decision is education.
If you are looking to educate yourself about current issues facing retirees today, you will find our blog very helpful. We have built an archive of posts regarding issues pertinent to those of retirement age and how to navigate the stormy waters of this modern day economy. You can also find information on where to find additional resources from our expert advisors in “Press Room”. Make sure to stop by our "Video Clips" section to view Dave and DJ's appearance on "The Consumer Advocate" which continues to air nationally.
If you have any questions while you’re reviewing the content on our website, feel free to call or email us by clicking here, or on the page above that says “Contact Us”. You can also utilize our "Live Support" service to help with any questions you may have.
As you browse through this site, you might note that we do things a little differently at Retirement Resources.
First and foremost is the way we help our clients.
At a time when exceptional customer service is fast becoming a thing of the past – we pride ourselves on offering an unparalleled level of service. In fact, every client is assigned their own personal “concierge financial advisor” to attend to their every financial need. Your calls are returned the very same day by the very same person you were trying to reach. We don’t believe in using call centers, “outsourcing our client service” or using 800 “no help” numbers.
Individualized, high personal attention is what we give each and every one of our clients. That’s why we can only work with a limited number of clients. Our goal has never been to be the biggest financial advisory firm. Just the best.
we treat our clients like family.
We are a 100% family owned and operated business. My wife Cherie runs our 2 offices, and my two sons DJ and Jake joined Retirement Resources 12 years ago. We consider our additional advisors and extended support staff part of our family just as we do our valued clients!
We know that we can’t help everyone, so it's important for us to understand your financial goals and dreams to see if we’d be a good fit. If you’d like to find out more, please call me to schedule a 15 minute ‘no obligation confidential chat’, or simply fill out our contact page form to have someone from our office contact you.
Here’s to your happy, prosperous and successful retirement!
Annuity Survival Video Series
What you’ll uncover in the “Annuity Survival” video series: How each of the 4 types of annuities work, Whether or not any type of annuity is right for you, Benefits of costs, fees and surrender penalties, and How to create or replace a pension like income using an annuity.
• Investors are asking why the cash balance
has risen in the Conservative Income (CI)
and Conservative Income with Growth (CIwG)
portfolios over the past few weeks.
• Cash is used for operational and tactical
reasons but also as a way to keep “dry powder”
in … Continue reading
DJ Boike, Senior Partner at Retirement Resources, a financial planning firm, notes that there are important decisions to be made regarding Social Security benefits in retirement.
Auburn Hills, MI – April 11, 2014 – DJ Boike, Senior Partner at Retirement … Continue reading
Free Chapter from the Best-Selling Book Ultimate Success Guide ABSOLUTELY FREE!